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Nikhil Kamath · @nikhilkamathcio

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Storing Energy Is The Real Challenge

From x.com/nikhilkamathcio

I met the CEOs of EnerVenue and HiNa Battery in Dalian and asked what I should start if I returned home to India the next day. The post says the full episode is out soon.

I framed the energy challenge this way: “Energy isn't the problem anymore. Storing it is.”

I think the currency of transactions could be changing from money to energy. I also said energy generation is solved for, making efficient storage the subject everyone should learn about. I pointed to a linked item as important to watch, but the post does not explain its contents or provide evidence for the claims.

I described the companies’ battery materials as EnerVenue: nickel and water; HiNa Battery: salt.

The CEOs advised me to start a battery company, not a car company.

The CEOs’ rare-earth advice was: don't build anything that needs rare earth.

I see household solar as a way to use more of the free daylight that currently goes unused. I described Goldi as going beyond grids by making electricity “like D2H,” and find the idea of Indian homes making and storing their own electricity very empowering. I’m curious to see where this goes; the post does not explain Goldi’s products or outcomes.

In a separate captured reply to @nikhilkamathcio, the replying account posted https://t.co/KRQapNm8H1 alongside the quoted post’s https://t.co/ufVEFc6kS7. The capture does not identify the replying account or say what either link contains.